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To: Ed T who wrote (12141)	2/17/1998 11:59:00 AM
From: Andrew Vance	Read Replies (3) of 17305

AV--Nothing really to add on IMES. I am just hoping for the best with this company. I rarely get involved in under $1 stocks but this was an exception due to Lee Hoevel and the direction the company wants to take. There is now a downside, rather a delay, in implementation of a 0.25u design capability. The Asian foundries have reportedly not ramped up on 0.35u technology as fast as expected and desired. This type of pushout means these delays could have been caused by the inability to get these original 0.35u designs prototyped, qualified and ramped up into production efficiently by their end customers. The 0.50u process still looks like it is King of the foundries. This pushout either means technology is moving faster than it is able to be fully implemented into production (which will correct itself), the frenzy for advanced technology is slowing down relative to the cost of this technology (each technology gets a temporary high premium), or a we might be thinking about skipping a technology and jumping on 0.25u (a casualty of technology moving faster than the implementation cycle). IMES might benefit on this last scenario but it is more likely that it will be a pushout. Andrew

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